Institutional Ownership Ishares S&P 500 Value ETF (IVE)
This table provides information about the institutional ownership of Ishares S&P 500 Value ETF (IVE). We have compiled data on the 1,703 institutions that hold shares in the stock, with a total of 166 Million shares, which have been reported (via 13F filing form) to have a value of $32.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
6,498
shares
|
$1.29 Million
0.02% of portfolio
|
Q2 2025
Reduced 10.75%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
6,494
shares
|
$1.29 Million
0.08% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Magnolia Capital Management LTD
|
Jul 23, 2025 Q2 2025 |
6,460
shares
|
$1.28 Million
1.01% of portfolio
|
Q2 2025
Reduced 11.63%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
6,456
shares
|
$1.28 Million
0.35% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Jsf Financial, LLC
|
Jul 22, 2025 Q2 2025 |
6,436
shares
|
$1.28 Million
0.3% of portfolio
|
Q2 2025
Reduced 6.51%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
6,435
shares
|
$1.28 Million
0.3% of portfolio
|
Q2 2025
Added 6.58%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
6,426
shares
|
$1.28 Million
0.05% of portfolio
|
Q2 2025
Reduced 55.98%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
6,405
shares
|
$1.27 Million
0.03% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
6,373
shares
|
$1.27 Million
0.05% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
6,368
shares
|
$1.27 Million
0.09% of portfolio
|
Q2 2025
Added 28.08%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Aug 07, 2025 Q2 2025 |
6,366
shares
|
$1.27 Million
0.57% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
|
Bbr Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,352
shares
|
$1.26 Million
0.08% of portfolio
|
Q4 2023
Added 16.74%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
6,351
shares
|
$1.26 Million
0.04% of portfolio
|
Q2 2025
Reduced 21.85%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Jul 24, 2025 Q2 2025 |
6,335
shares
|
$1.26 Million
0.08% of portfolio
|
Q2 2025
Added 32.81%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
6,330
shares
|
$1.26 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Aug 13, 2025 Q2 2025 |
6,323
shares
|
$1.26 Million
0.05% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jul 31, 2025 Q2 2025 |
6,277
shares
|
$1.25 Million
0.17% of portfolio
|
Q4 2024
Added 26.22%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
6,276
shares
|
$1.25 Million
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Dbk Financial Counsel, LLC
|
Jul 22, 2025 Q2 2025 |
6,272
shares
|
$1.25 Million
1.13% of portfolio
|
Q1 2025
Added 130.42%
|
|
|
Conning Inc.
|
Jul 24, 2025 Q2 2025 |
6,272
shares
|
$1.25 Million
0.05% of portfolio
|
Q4 2024
Reduced 11.85%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
6,265
shares
|
$1.25 Million
0.05% of portfolio
|
Q2 2025
Reduced 13.3%
|
|
|
Whitcomb & Hess, Inc.
|
Jul 03, 2025 Q2 2025 |
6,237
shares
|
$1.24 Million
0.37% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
6,222
shares
|
$1.24 Million
0.01% of portfolio
|
Q2 2025
Added 12.27%
|
|
|
Corundum Group, Inc.
|
Jul 21, 2025 Q2 2025 |
6,163
shares
|
$1.23 Million
0.54% of portfolio
|
Q4 2023
Added 3.23%
|
|
|
Cadinha & CO LLC
|
Jul 30, 2025 Q2 2025 |
6,142
shares
|
$1.22 Million
0.2% of portfolio
|
Q2 2025
Added 0.66%
|